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ESCWX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$10.27
Change
-$0.21 (-2.00%)
Net Assets
1.7B

ESCWX Embark Small Cap Equity Institutional Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Small Blend
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A.I.Advisor
published Highlights

Industry description

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in equity securities of small cap companies. “Equity securities” for this purpose include all types of equity securities, whether issued by U.S. or non-U.S. issuers, although the fund invests primarily in common stocks of U.S. issuers.

Market Cap

The average market capitalization across the Embark Small Cap Equity Institutional MF is 3.49B. The market cap for tickers in the group ranges from 1.13B to 7.57B. AXTA holds the highest valuation in this group at 7.57B. The lowest valued company is BXC at 1.13B.

Volume

The average weekly volume growth across all stocks in the Embark Small Cap Equity Institutional MF was 53%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was 68%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 73
P/E Growth Rating: 56
Price Growth Rating: 59
SMR Rating: 74
Profit Risk Rating: 63
Seasonality Score: 22 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
United States
Phone
N/A
Web
N/A
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ESCWX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ESCWX has been closely correlated with NAESX. These tickers have moved in lockstep 99% of the time. This A.I.-generated data suggests there is a high statistical probability that if ESCWX jumps, then NAESX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ESCWX
1D Price
Change %
ESCWX100%
-2.00%
NAESX - ESCWX
99%
Closely correlated
-1.61%
VSCIX - ESCWX
99%
Closely correlated
-1.61%
VSMAX - ESCWX
99%
Closely correlated
-1.61%
VSCPX - ESCWX
99%
Closely correlated
-1.61%
FSSNX - ESCWX
98%
Closely correlated
-1.80%